Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Investment Counsultant, Charles Schwab, 2019-2021
- Client Relationship Specialist, Charles Schwab, 2018-2019
- Correspondence Specialist, Chalres Schwab, 2016-2018
Education
- University of Detroit Mercy, B.S. in Finance & Political Science
Personal interests and affiliations
- Young Men's Business League of Austin
- Breakthrough Central Texas
- BLAC